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=Overview=
The '''Email Broadcast '''application provides a powerful communications tool that can be used in conjunction with other applications in [[SmartSimple]]. This application can be used in a variety of ways:
* Links to surveys or contests to be completed by customers
The '''Email Broadcast''' function in [wiki/SmartSimple SmartSimple] is in SmartSimple is a handy way to send mass messages to the recipients that you choose to receive a message. It is useful for large batches of recipients, acting more like a broadcast than a direct reply-to communication [[Email|email]].
* '''Tip: '''If you use the email broadcast feature regularly for your SmartSimple [[instance]], you can create a [[Portals#Shortcuts|shortcut]] on your home page for quicker access to this function.
1. Click on the 9-square menu icon on the top right of your page.
:: {{ Icon-Menu }}</span>
2. Under the heading '''Tools, '''select '''Email Broadcast.'''
:: [[File:Broadcast message sent.png|600px|border]]
===Broadcast Message List View===
This section will help you understand the Broadcast Message list view, which contains the list of all Broadcast Messages you have created in your SmartSimple copy.
:: [[File:Email broadcast list.png|1000px|border]]
{| class="wikitable"
|-
||'''Send icon (paper airplane)'''
||Broadcasts the message to all the recipients. You will receive an additional prompt to ensure that you do not send the email in error.
|-
||'''Edit icon (pencil)'''
||Displays the '''Edit Message '''window for any changes to be made and saved..
|-
||'''Name'''
||Displays the name of the message.
|-
||'''Category'''
||Displays the category of the message.
|-
||'''From'''
||Displays the system [[Variable List|variable]] used for the From Email Address.
|-
||'''Last Sent'''
||Displays the date and time stamp of the last time this broadcast message was sent to its recipients.
|-
||'''Last Updated'''
||Displays the date and time stamp of the last time this broadcast message was edited.
|-
||'''Recipients'''
||Displays the total number of individual recipients who will receive this message when/if it is sent.
|-
||'''Reader Log'''
||
If you have embedded a tracking link - that is, if you have ''not ''toggled on the '''Unsubscribe Link '''function from the Edit Message page - then you can review the names of each email reader, and the date and time that they read the email. If there are additional tracked links, these can also be monitored through the reader log.
The '''Reader Count '''is the total number of readers.
If a recipient opens the email ''multiple ''times, the reader list will show each time that the email was opened, but the reader count will only indicate a single reader. Please see the next section [[Creating an Email Broadcast Message#Reader Log|Reader Log]] for how to access and a visual example.
|}
===Reader Log===
Clicking into a broadcast message will open up the message's details, including a left-hand side menu that has an '''Email Metrics '''tab.
Click into the '''Email Metrics '''tab in order to view the reader log.
:: [[File:Broadcast reader log.png|400px|border]]
The '''Email Metrics '''displays the '''Statistics '''and the '''Click Performance.'''
{| class="wikitable"
|-
||'''Statistics'''
||
'''Number of Opens - '''Tracks the amount of times that an email broadcast message has been opened, regardless of individual users.
'''Recipients - '''Displays the total amount of individual recipients.
'''Unique Users - '''Displays the number of ''unique ''users who have opened the email, regardless of how many times they have opened it.
'''Email Open Rate - '''Displays as a percentage the amount of unique users who have opened the email compared to the total amount of recipients.
'''Last Sent - '''Displays a date and time stamp of the last time this broadcast message was sent.
|-
||'''Click Performance'''
||Describes the different functionalities of clicking by recipients. In this example, the click performance is '''Opening Email. '''
|}
=Configuration - Advanced=
===Email Broadcast Security===
It is important to permission the ability of Email Broadcast manager in order to prevent the feature from being misused and instead "spamming" your clients and customers.
In order to find out how to make certain roles a Manager of the Email Broadcast feature, see our [[Email & Email Broadcast Security|Email & Email Broadcast Security]] page.
===Personalizing Email Broadcast Messages===
See, for now, [[Personalizing Email Broadcast Messages]].
====Template Variables====
You are able to add variables to the body text of the window template. For applicable Email Broadcast variables, see below:
{| class="wikitable"
|-
||'''Variables'''
||'''Description'''
|-
||'''@address@'''
||Address of contact or lead
|-
||'''@caddress@'''
||Contact address - not available for lead
|-
||'''@ccity@'''
||Contact city - not available for lead
|-
||'''@ccountry@'''
||Contact country - not available for lead
|-
||'''@cfax@'''
||Contact fax - not available for lead
|-
||'''@city@'''
||City of contact or lead
|-
||'''@companyname@'''
||Company name of contact or lead
|-
||'''@cpostalcode@'''
||Contact postal code - not available for lead
|-
||'''@country@'''
||Country of contact or lead
|-
||'''@cstate@'''
||Contact state/province - not available for lead
|-
||'''@cwebsite@'''
||Website for lead - not available for contact
|-
||'''@email@'''
||Email address of contact or lead
|-
||'''@firstname@'''
||First name of contact or lead
|-
||'''@lastname@'''
||Last name of contact or lead
|-
||'''@now@'''
||Current date and time format selected by the user in their personal settings - long date format
|-
||'''@objectdescription@'''
||Description field content
|-
||'''@objectname@'''
||Name of the object in the workflow. This could be a file name, user name, company name, or an application name.
|-
||'''@originatoremail@'''
||Email address of the originator.
|-
||'''@originatorname@'''
||The name of the person that originated the [[Workflows Overview|workflow]]. For example, this value could be the person that added a file to the workflow-enabled [[SmartFolders Overview|SmartFolder]], or the name of the person that created a new person record.
|-
||'''@originatorphone@'''
||Phone number of originator.
|-
||'''@phone@'''
||Phone number of contact or lead.
|-
||'''@postalcode@'''
||Zip/Postal code of contact or lead.
|-
||'''@sendercompany@'''
||Name of sender company.
|-
||'''@senderemail@'''
||Email address of sender.
|-
||'''@senderfirstname@'''
||First name of the sender.
|-
||'''@senderlastname@'''
||Last name of the sender.
|-
||'''@senderphone@'''
||Phone number of sender.
|-
||'''@sendertitle@'''
||Title of sender.
|-
||'''@state@'''
||State/Province of contact or lead.
|-
||'''@title@'''
||Title of contact or lead.
|}
===Adding Calendar Links to an Email Broadcast Message===
To add calendar links to an Email Broadcast message, you must first have two requirements:
* Permission to create and manage calendars via [[Roles and Security Settings]]
* The '''Internet-Enabled '''option for the calendar in question
To access calendars, click the 9-square menu icon on the top right of your page.
:: {{Icon-Menu}}
Under the heading '''Tools, '''select '''Calendars. '''Click the '''cog icon '''on the top to enter into Configuration Mode.
Select the '''Edit icon '''next to the Calendar that you want to copy into an Email Broadcast Message.
:: [[File:Calendars internet enabled.png|600px|border]]
:
:* If you ensure that the calendar is '''Internet-Enabled, '''a URL link should appear in the details of the calendar.
Copy and paste the URL of the calendar; then, when creating a new Broadcast Message, simply paste the link into the body of the message.
===Adding an Image to an Email Broadcast Message List View===This section will help you understand the Broadcast Message list view, which contains the list of all Broadcast Messages you have created in your SmartSimple copy1. Create an Internet-enabled [[Smartfolder]].
[[Category:Email Broadcast]][[Category:Communications]][[Category:How]][[Category:Email]]
